Investment

Management

For me, investing means identifying a client’s goals and offering them a customized investment plan.

Customized Investment Plans

My approach is centered on customized investments, which must reflect the client’s specific goals.
I believe that investing savings and financial flows should be a means to achieve personal financial objectives, whether it’s buying a house, taking a trip, funding your children’s education, or securing your financial future.
This is why I offer my support in finding the right solution for every personal need.

I guarantee clarity, shared understanding, a global perspective, and transparency

These are the core principles of my work:

  • 1

    A clear, collaborative approach in decision-making.

  • 2

    A unified view of the client’s wealth to address all the issues that affect them and their family’s current and future well-being (protection, security, and planning).

  • 3

    Transparency in costs and reliability, along with consistency in a long-term, trusting relationship.

I favor a multi-manager investment approach, handled by international investment firms.

Portfolio Construction

I select from all the financial tools available on the markets—both listed and unlisted—providing multi-manager investments solutions that are managed by different international investment firms.

My approach to building a portfolio is based on careful selection, continuous improvement, and constant updates.
My service is about properly combining the available instruments to produce the expected result.

Would you like to get an informed opinion on your current portfolio?

Book an in-person or remote appointment.

Case history

Am I investing my savings wisely?
Will my savings be enough for the future?

Silvia, 56, is an employee at a private company. She is married to Giovanni, and over the years, without making any major sacrifices, the couple has managed to save a significant amount of money. Like most cautious people, Silvia and Giovanni have always saved and invested. But now Silvia is wondering if this is enough.

As a matter of fact, Silvia recently faced a serious and unexpected health issue. Fortunately, she recovered, but this experience left her wondering about what would happen if she were forced to stop working or if she or her husband were left alone, especially since they don’t have any children.

So, Silvia has decided to ask for my help in order to get a better sense of her wealth’s efficiency. Here’s the situation that emerged:

€50,000 are invested in listed stocks of an Italian company, €150,000 are in bank bonds, and €200,000 are in a conservative unit-linked policy. A liquid cash balance of €60,000 sits in a bank account, the result of selling a fund at a loss some time ago. Additionally, Giovanni (Silvia’s husband) owns three properties in his hometown with a total value of approximately €380,000.For some time, they’ve been asking themselves if it’s time to seek out a specialist to make informed and deliberate decisions about how to best manage their wealth.

Diagnosis and Proposed Solutions

It is clear that Silvia and her husband’s financial portfolio is not suited for their current stage of life. A large portion of their wealth is illiquid, tied up in real estate that cannot be sold quickly. Another part is held in a checking account or in overly conservative and expensive instruments, preventing their money from earning an adequate return.
Furthermore, Silvia is not equipped to monitor the performance of her stocks. All of this is set against their new need for protection against unforeseen events, something they had never considered before.

Therefore, in the diagnostic report I provided after our first meeting:

  1. I verified their true needs, including those that were hidden. Their conservative financial management was a consequence of a “fear of the unknown” that led them to hold too much cash and conservative products, instead of using specific tools for protection and then correctly planning their goals, timelines, and risk tolerance.
  2. I analyzed their assets in detail, looking at costs, diversification, and risk.
  3. I quantified their family’s needs, prepared a family budget, and created a financial plan tailored to their requirements.

Do you see yourself in Silvia’s situation?

If you would like a free second opinion on your wealth management, contact me for a no-obligation meeting.